Count Adelaide

As proud sponsors of the Nairne Bremer United Football Club “The Rams” we are delighted to congratulate the team and coach on becoming the Premiership team in the Hills Football League Division 1. Played at Heathfield oval, they won by 14 points over Lobethal on Saturday.

We are also delighted to congratulate Helga Baxter, Principal Financial Advisory at Count Adelaide for celebrating her 30 years of service. Helga commenced employment with Crosby Dalwood in September 1995 as a Financial Planning Administrator and then
quickly rose through the ranks. In August 2023 Crosby Dalwood merged with Warnecke & Co to become Count Adelaide where Helga in the capacity of Principal, continues to this day to be an integral part of our Financial Advisory service.

Helga is also from Nairne and is an avid supporter of the Rams, attending the Grand Final on Saturday.

Register now to attend the Count Adelaide Client Seminar, Tuesday 29th April 2025.

May 2024 Economic and market overview.

The latest data showed that Australian inflation quickened in April, to an annual rate of 3.6%. Like in some other countries, inflationary forces are proving persistent and are preventing policymakers from bringing inflation back within target ranges.

The likelihood of Australian interest rates remaining high for longer than was previously anticipated supported the AUD on foreign exchange markets. The ‘Aussie’ appreciated by 1.5% against a trade-weighted basket of international currencies.

Read the full report here:https://crosbydalwood.com.au/wp-content/uploads/Market-Wrap-May-2024.pdf

In this quarter's edition of Now&Next we take a look at the 4 things you need to consider when thinking about an offshore retirement and why the push for companies to do the right thing is good for the Australian share market investor. Read it all here:https://crosbydalwood.com.au/wp-content/uploads/Now-Next-Winter-2024.pdf or on your mobile device here: https://count-limited.my.canva.site/now-next-winter-2024

Preparing for the end of financial year.

As we approach the end of the financial year, there are a number of smart strategies you could consider to help streamline your finances and legitimately reduce your tax liability.

In this article we discuss work-related expenses, tax deductions for investment expenses and review ownership structure of investments and much more.

We also include EOFY tax strategies for small business, EOFY superannuation tax strategies and a bonus mini Super checklist to make things easy for you.

Get in touch with us to speak to your financial advisor or accountant.

We can help simplify your end of financial year preparations and ensure you maximise any tax benefits.

Click here to read the full article: https://crosbydalwood.com.au/wp-content/uploads/Count-Adelaide-Preparing-for-EOFY.pdf?utm_source=Count+Adelaide+ALL+clients&utm_campaign=3f321c9878-EMAIL_CAMPAIGN_2018_06_05_07_38_COPY_01&utm_medium=email&utm_term=0_d2d06480ae-3f321c9878-170269983

February 2024 Economic and Market overview.

Headline inflation remained at an annual rate of 3.4% in January, still above the central bank’s target range.

The Reserve Bank of Australia left the official cash rate unchanged at its meeting in early February, but indicated that further increases in borrowing costs cannot be ruled out if inflation proves sticker than expected.

The market does not believe policy settings will be tightened any further and is still anticipating two rate cuts this year.

Labour market trends are less encouraging than in the US. New employment numbers were well short of expectations for a second consecutive month in January and the official unemployment rate rose to 4.1%, from 3.9% in December.

Wages in Australia are still rising by more than 4% year-on-year, but pay growth could start to moderate if overall employment trends continue to worsen.

These indicators are important, as policymakers believe there is a clear link between wages and inflation. As a result, they could wait for a sustained reduction in wage growth before lowering interest rates.

Read more here:https://crosbydalwood.com.au/wp-content/uploads/Market-Wrap-February-2024.pdf

In this quarter's edition of Now&Next we learn about the three things you should know before investing in multi-generational living as well as what rising geopolitical tensions mean for investment markets? Read it here:https://crosbydalwood.com.au/wp-content/uploads/Now-Next-Autumn-2024.pdf

Thank you HUB24 and Morningstar.com.au/ for delivering a super engaging seminar to our Count Adelaide clients. It was great to hear from Ross about the investment outlook for 2024 and Nick equipped us all with even more tools on how to protect ourselves against the ever increasing cyber threats.

January 2024 Economic and market overview.

All measures of inflation slowed sharply in the December quarter, which was consistent with previous guidance from Reserve Bank of Australia policymakers. At the headline level, consumer prices rose at an annual pace of 4.1%, down from 5.4% in the September quarter.

Inflation remains significantly above the 2% to 3% target, but officials will nonetheless be happy with the direction of travel.

The economy lost more than 65,000 jobs in December, which surprised economists and came after four months of gains.

Combined with moderating inflation, any prolonged downturn in the labour market would likely increase the probability of interest rates being cut in the months ahead.

The latest projections suggest official borrowing costs will be lowered in the second half of 2024 and by between 0.50% and 0.75% by the end of the year.

Read more here:https://crosbydalwood.com.au/wp-content/uploads/Market-Wrap-January-2024.pdf